Locations

Overview

Locations provide a hierarchical organizational structure for categorizing and tracking the physical placement of Assets. Locations enable efficient asset management through logical categorization, supporting spatial tracking, inventory control, and location-based reporting. Locations can be nested to create parent-child relationships that reflect organizational facility structures.

Multiple assets can be assigned to a single location.

Field Reference

The following fields are available when configuring a Location:

Field	Required	Description	Example
Name	Yes	Unique identifier for the location	Floor 3
Parent Location	No	Optional parent location for hierarchical organization	Building A
Description	No	Detailed information about the location's purpose and characteristics	Third floor office space with 50 workstations
Address1	No	Primary address line for the vendor organization	1234 Elm Street
Address2	No	Secondary address line for the vendor organization	Suite 567
City	No	City where the vendor organization is located	Springfield
Postal Code	No	Postal code for the vendor organization's location	12345
Country	No	Country where the vendor organization is located	USA

Additional Features

• Version History - Tracking changes to asset records
• Comments - Adding notes and discussions to asset records
• Role Based Access Control (RBAC) via Environment Permission Roles

Managing Locations

Viewing Locations

The Locations page displays all locations in a hierarchical tree structure, providing a clear visualization of parent-child relationships and facility taxonomy. The tree view interface provides the following capabilities:

• Hierarchical Navigation - Expand and collapse location nodes to explore nested structures
• Search - Locate locations by keyword or identifier
• Visual Relationships - Understand parent-child associations at a glance

Creating Locations

To create a new location:

1. Navigate to the Locations page
2. Locate the Create Location form below the tree view
3. Complete the required fields
4. Optionally select a parent location for hierarchical organization
5. Populate the description field to document the location's characteristics
6. Submit the form to create the location

Updating Locations

To modify an existing location:

1. Locate the location in the tree view
2. Select the location entry to open its detail page
3. Navigate to the Overview section
4. Modify the location fields as required
5. Submit the form to save changes

Deleting Locations

To remove a location:

1. Navigate to the location's detail page
2. Navigate to the Overview section
3. Select the Delete option
4. Confirm the deletion by entering the location name as requested

Warning: Ensure the location is no longer associated with active assets before deletion. Child locations should be reassigned or deleted prior to removing parent locations.

Asset Management within Locations

Viewing Assets by Location

The location detail page includes an Assets section that displays all assets currently assigned to the location in a grid format. The grid interface provides:

• Search and Filter - Locate specific assets within the location
• Direct Navigation - Select asset entries to access their detail pages for location updates
• Location Inventory - Understand asset distribution and placement

Use Case Example

Scenario: An organization operates multiple facilities with complex internal structures requiring precise asset tracking.

Solution: Create a hierarchical location structure:

Headquarters (Parent)

• Building A (Child)
  • Floor 1 - Reception
  • Floor 2 - IT Department
  • Floor 3 - Finance Department
• Building B (Child)
  • Floor 1 - Manufacturing
  • Floor 2 - Quality Control
• Warehouse (Child)
  • Storage Zone A
  • Storage Zone B

Regional Office - EMEA (Parent)

• London Office (Child)
  • Floor 1 - Sales
  • Floor 2 - Marketing

Assign assets to specific locations to maintain accurate spatial tracking. For example, laptops assigned to "Floor 2 - IT Department" or equipment stored in "Storage Zone A."

Benefits:

• Hierarchical organization reflecting facility structures
• Accurate asset location tracking and inventory control
• Simplified asset discovery by physical location
• Efficient location-based reporting and auditing
• Clear visibility into asset distribution across facilities
• Streamlined asset transfers and relocation management

Related Documentation

• Assets - Managing individual asset accounts and profiles